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Accepting Payments, Crediting Customers & Processing Refunds (2530/Level 1)

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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive immediate access to both the online recording and handouts. .

Receiving Payments, Crediting Customers, & Processing Refunds

Approximately 19 minutes:

  1. Receiving funds, matching & linking to Invoices
    • What if there’s no Invoice?
    • Exact steps to follow for accurate matching
    • What to do with overpayments or underpayments
    • Applying credits or discounts
  2. Understanding “Undeposited funds”:
    • Getting your dates right
    • Accumulating payments for deposit
    • Making your books match the bank’s books
    • Choices to make inside the 2 deposit screens
    • Grouping different kinds of payments
    • What to do if your credit card company deducts fees
      from payments you receive
  3. Customer credits and refunds
    • How to enter Customer Credits that reduce income
    • How to enter a refund to a Customer
    • How to enter bad debt write-offs


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Covering topics like:
Job-Costing, Construction Accounting, and Profit-Building